+79.3%
ADI vs SHW
+7.3%
+72.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.6% | -9.9% | -4.7% |
| 7D | -5.1% | +13.3% | -18.5% | -8.3% |
| 30D | -3.1% | +14.1% | -17.2% | -6.9% |
| 3M | +7.1% | +0.8% | +6.4% | +7.2% |
| 6M | +2.9% | +17.6% | -14.7% | -3.9% |
| YTD | +51.1% | +13.0% | +38.2% | +43.7% |
| 1Y | +79.3% | +7.0% | +72.3% | +75.9% |
| All | +79.3% | +7.3% | +72.1% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SHW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling